证券代码：002063 证券简称：远光软件 编号： 2015004 | --- | --- | --- | |-----------------------|----------------------------|------------------------------------------------------------------| | | √ 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 农银惠理基金凌晨、华夏基金朱晋、申万宏源蒋毅、泾溪投资舒亮 | | 人员姓名 | | | | 时间 | 3 月 10 日 | | | 地点 | 公司 | | | 上市公司接待人 员姓名 | | 黄笑华、朱安、万军、李丽萍、黄琛 | | 投资者关系活动 | | 1、项目管理业务受大的经济因素影响大吗？ | | 主要内容介绍 | | 答：中国经济持续发展，项目管理不可或缺。有两类业务必然会用到项 | | | | 目管理，首先 ...

证券代码：002063 证券简称：远光软件 编号： 2015006 远光软件股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------------|--------------------------|----------------------------------------------------|--------------------------------------------------------------------| | | | | | | | □ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ | 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | | | | √其他 （深交所"践行中国梦•走进上市公司"投资者开放日活动） | | | 1 | | 、通过东吴证券、浙商证券、万联证券、国元证券、国海证券、广发证券、 | | | | | 招商证券、方正证券、中投证券、中银国际、中信证券、东莞证券、平安证 | | 参与单位 ...

编号： 2015007 证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------|------------------------------------------------------------------------| | | □ 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 √路演活动 | | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | | | 申万宏源刘洋、申万宏源刘畅、中国人寿丁树军、国泰基金王毅超、中金证 | | | | 券卢婷、华夏基金董阳阳、华夏基金刘金玉、易方达基金樊正伟、嘉实基金 | | 参与单位名称及 | | 焦云、嘉实基金周龙、嘉实基金谢泽林、嘉实基金吴云峰、嘉实基金郭杰、 | | 人员姓名 | | 嘉实基金刘辉、嘉实基金归凯、嘉实基金邵秋涛、华创证券徐远航、华创证 | | | | 券张健、金码投资魏梦杰、 ...

Group 1: Financial Performance and Projections - The company anticipates a performance growth of 0%-20% for 2014, contingent on the confirmation of delayed revenues from completed projects [3] - Due to audit issues, some projects from last year will not be reflected in the financial reports, impacting the expected growth [3] - Significant R&D costs were incurred for centralized deployment projects, which were not capitalized but directly reflected in the 2014 financial statements [3] Group 2: Project Confirmation and Revenue Recognition - Projects not confirmed last year are categorized into two types: those with incomplete processes and those affected by client deployment progress [4] - The probability of confirming projects from the first category in the first half of this year is high, while the second category may not be fully confirmed [4] Group 3: Strategic Initiatives and Market Opportunities - The company is closely monitoring the electricity reform, which is expected to increase the number of enterprise clients and create new opportunities for existing products [5] - The marketing system is anticipated to undergo a reshuffle, with higher demands for real-time pricing systems, which the company is equipped to meet [5] Group 4: Product Development and Innovations - The company is promoting its "Zhengmin Tong" product in 97 communities in Zhuhai, aimed at improving communication between the government and the public [6] - The introduction of a certificate image code system is expected to enhance convenience in document verification [6] Group 5: Business Expansion and Client Engagement - The company has successfully bid for fuel projects with major state-owned enterprises, aiming to enrich its fuel intelligence industry chain [5] - Over 280 enterprises are currently utilizing the company's risk control products, which have received high recognition from relevant authorities [7]

证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 编号： 2015005 | --- | --- | --- | |-----------------------|----------------------------|---------------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 国信证券李信军、国信证券王结义、 SMC 中国基金饶海宁、中邮基金王建 | | 人员姓名 | 东北证券笪佳敏 | | | 时间 | 3 月 17 日 | | | | | | | 地点 | 公司 | | | 上市公司接待人 员姓名 | 李丽萍、肖海、周海霞、黄琛 | | | 投资者关系活动 | 1 | 、燃料智能化市场的空间有多大？ | | 主要内容介绍 | ...

证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 编号： 2015003 | --- | --- | --- | |-----------------------|-----------------|--------------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 广发基金罗洋、太平洋保险王晶、新盛资产陆宇翔、华宝兴业基金窦金虎、 | | 人员姓名 | | 长城证券周伟佳、大成基金郝蕾 | | 时间 | 3 月 5 日 | | | 地点 | 公司 | | | 上市公司接待人 员姓名 | | 黄笑华、朱安、郑佩敏、李丽萍、肖海、周海霞、黄琛 | | 投资者关系活动 | 1 | 、请问广安一个军工项目的规收入模有多大？ | | 主要内容介绍 | ...

Group 1: Performance Overview - The company announced a significant change in performance for 2014, attributing it to delays in business progress and increased R&D costs [1][2] - The net profit for the year is projected to increase by 0-20% compared to the same period last year, based on the company's third-quarter report [2][3] Group 2: Business Operations - The company has strengthened communication with major clients to expedite project settlements, with some projects showing substantial progress [2] - The company maintains a leading position in the EPC (Engineering, Procurement, and Construction) sector for fuel intelligence business, while acknowledging the market is still in a nurturing phase [3][4] Group 3: Strategic Development - The company is closely monitoring national policies related to power system reforms and is actively interpreting these policies to align with its strategic development plans [3][4] - Future electricity sales operations will initially focus on Zhuhai, with potential expansion to Guangdong and southern regions depending on suitable opportunities [4] Group 4: Product Development - The company offers risk control and project management products targeted at industries outside its core business, indicating a focus on incremental growth in this area [4]

证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 编号： 2015019 | --- | --- | --- | |----------------|----------------------|----------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 国信证券李信军、国信证券李佳颐、国信证券苏岳、之上资本刘杰 | | 人员姓名 | | | | 时间 | 12 月 10 日 | | | 地点 | 珠海 | | | 上市公司接待人 | | | | 员姓名 | 戴文斌、周海霞、黄琛 | | | 投资者关系活动 | 1. | 目前你们怎么看待电改？ | | 主要内容介绍 | | 答：目前大的政策方向已确定，但真正落地的相关事项还需要等待。公 | | | | 司密切 ...

Group 1: Company Strategy and Market Position - The company is focusing on opportunities in distributed energy sources and new business models in the context of the energy internet and smart grid [3] - The company is actively monitoring the progress of electricity reform and is prepared to seize opportunities once policies become clearer [3] - The company aims to transition from a large single entity to a more decentralized structure, allowing subsidiaries and departments greater autonomy [4] Group 2: Regulatory and Licensing Updates - The government has not yet issued electricity sales licenses, and the company is continuously following up on this matter [3] - Initial consulting and analysis work has begun in electricity reform pilot areas, with a strong emphasis on electricity price analysis products [3] Group 3: Financial Performance and Revenue Recognition - The company maintains close communication with clients to ensure that unrecognized revenue from previous projects can be confirmed once conditions are met [4] - There is a significant opportunity for the company to develop capabilities in demand-side management, leveraging existing data for analysis and insights [5]

证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 编号： 2015015 | --- | --- | --- | |-----------------------|------------------|--------------------------------------------------------------------| | | □ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ | 新闻发布会 √路演活动 | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 海富通基金曲盛伟、融通基金张鹏、中海基金焉娇、富安达基金余思贤、卓 | | 人员姓名 | 逸财富吕金昕 | | | 时间 | 6 月 26 日 | | | 地点 | 昆明 | | | 上市公司接待人 员姓名 | 雷敏强、黄琛 | | | 投资者关系活动 | 1 | 、公司目前在售电侧是准备怎么布局的？公司过往的经验对面对电改会 | | 主要内容介绍 | 有哪些优势？ | | | | | 答：目前 ...